Position in CB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$254,192
-$359 QoQ
Shares Held
746
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,708
of 2,131 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026AGH Wealth Advisors, LLC holds $960,913 across 3 Insurance - Property & Casualty names. CB ranks #2 (26.5% of the industry book) .
All Filings in CB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,192 | 746 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $254,551 | 781 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $223,477 | 716 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $240,759 | 853 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $233,804 | 807 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $247,631 | 820 | Shares | Other | 2025-04-11 | |
| 2024-12-31 | $227,118 | 822 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||